Tributary Nebraska Tax-Free Fund (FONPX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FONPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FONPX
FONPX charges 0.45% annually. There are 96 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | FONPX vs LSMSX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | FONPX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | FONPX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | FONPX vs FSMUX | |
| PIMCO Fixed Income SHares: Series TE | 0.07% | — | Jun 2012 | FONPX vs FXIEX |
Best Risk-Adjusted Alternatives to FONPX
FONPX has a PortfoliosLab risk / return rank of 69. There are 257 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | FONPX vs DFABX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | FONPX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | FONPX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | FONPX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | FONPX vs ATOIX |
Top Performing FONPX Alternatives (YTD)
FONPX is at 1.03% YTD. There are 372 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.65%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.65% | — | Apr 1998 | FONPX vs NMI | |
| Nuveen Virginia Quality Municipal Income Fund | 6.88% | — | Mar 1993 | FONPX vs NPV | |
| Nuveen New York AMT Free Quality Municipal Income | 6.87% | — | Nov 2002 | FONPX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 6.20% | — | Nov 2001 | FONPX vs AFB | |
| BlackRock MuniYield Michigan Quality Fund | 5.14% | — | Oct 1992 | FONPX vs MIY |
Lowest Volatility Alternatives to FONPX
FONPX has 2.21% 1-year volatility. There are 128 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | FONPX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | FONPX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | FONPX vs USMTX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | FONPX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | FONPX vs DFSMX |
Lowest Drawdown Alternatives to FONPX
FONPX has a 1-year max drawdown of -2.54%. There are 161 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | FONPX vs BATVX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | FONPX vs FHMIX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | FONPX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | FONPX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | FONPX vs TFCYX |
Other Mutual Funds from Tributary Funds
The 5 most viewed Tributary Funds mutual funds shown here include FOSCX, FOSIX, FOINX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Tributary Small Company Fund | Small Cap Blend Equities | 38 | 20.76% | — | Jun 1996 | FONPX vs FOSCX | |
| Tributary Short-Intermediate Bond Fund | Short-Term Bond | 58 | 0.61% | — | Dec 1992 | FONPX vs FOSIX | |
| Tributary Income Fund | Intermediate Core Bond | 19 | 0.25% | — | Mar 2001 | FONPX vs FOINX | |
| Tributary Small/Mid Cap Fund | Mid Cap Blend Equities | 13 | 8.56% | — | Aug 2019 | FONPX vs FSMBX | |
| Tributary Balanced Fund | Diversified Portfolio | 42 | 3.63% | — | Aug 1996 | FONPX vs FOBAX |
Often Compared With FONPX
Investors most often compare FONPX with DMREX, MPA, DCARX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA Municipal Real Return Portfolio | Municipal Bonds | 95 | 2.23% | — | Nov 2014 | FONPX vs DMREX | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 22 | 3.87% | — | Nov 1992 | FONPX vs MPA | |
| DFA California Municipal Real Return Portfolio | Municipal Bonds | 96 | 2.03% | — | Oct 2017 | FONPX vs DCARX | |
| Fidelity Municipal Bond Index Fund | Municipal Bonds | — | — | 0.00 | Jul 2019 | FONPX vs FMBIX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 96 | 0.67% | — | Dec 2017 | FONPX vs FGNSX | |
| Nuveen Pennsylvania Quality Municipal Income | Municipal Bonds | — | — | — | Feb 1991 | FONPX vs NQP | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 23 | 4.06% | — | Feb 1998 | FONPX vs MUC | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 15 | 3.28% | — | Jul 1992 | FONPX vs MQY | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 44 | 4.64% | — | Mar 1998 | FONPX vs MUJ |
Compare FONPX with Any Fund or Stock
Compare FONPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FONPX with funds that move differently
Tributary Nebraska Tax-Free Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FONPX.
Explore FONPX Diversifiers